SourcingSourcing
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7 firms
ActiveState: KS×State: MN×State: UT×Custodian: JPMorgan×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
C42ALPHA WEALTH FUNDS, LLC
CRD 150231
UT$214.1M10Interactive Brokers→
C31WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
MN$9.4M3JPMorgan→
C29OSP, LLC
CRD 169245
MN$1.43B1Interactive Brokers→
C24MCGINTY ROAD PARTNERS, LP
CRD 290390
MN$646.0M—JPMorgan→
C22PALMER SQUARE CAPITAL MANAGEMENT LLC
CRD 155697
KS$25.59B4JPMorgan→
C20GRANITE EQUITY PARTNERS LLC
CRD 158378
MN$1.89B—JPMorgan→
C14NORTH VALUE PARTNERS, LLC
CRD 293725
MN——Interactive Brokers→